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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,960 | $49,976-72.1% | $66,674-79.1% | $82,637-83.1% |
| Participation rate | 47.9% | 63.1%-15.1pp | 73.7%-25.7pp | 68.1%-20.1pp |
| Annual return | 18.68% | 39.09%-20.4pp | 321.24%-302.6pp | 53.51%-34.8pp |
| Employer contribution / active EE | $673 | $1,988-66.1% | $2,620-74.3% | $2,552-73.6% |
| Participant deferral / active EE | $1,783 | $2,847-37.4% | $4,084-56.3% | $4,126-56.8% |
| Admin fee / account holder | $605 | $4,594-86.8% | $5,098-88.1% | $7,339-91.8% |